Cramer id’s next year’s standout stocks

Pando Hall | Photographer's Choice RF | Getty Images

Cramer's proprietary research suggests 3 stocks could be among the big winners in the year ahead.

They are "Avnet, the technology superstore, Eaton, the electrical equipment concern and PPG, the proprietary coatings and glass company," Cramer said.

"Each represents the cream of the crop in their respective industries and each could take share," explained the Mad Money host.

Although fundamentals such as those outlined above are always important to Cramer, they're not the main reason why he's a buyer.

It's Europe.

"All three see a noticeable stabilization in Europe that occurred just this past quarter."

Cramer believes even a modest improvement will be enough to boost the bottom line. In part that's because Europe hurt the stocks so much on the way down.

"As the global economy slowed, these three companies saw dramatic declines in sales in their European businesses which, in turn, hurt overall revenues," Cramer explained.

However, pain on the way down could translate into gain on the way up.

As Europe gets relatively stronger, investors may be willing to pay a greater premium for the overseas operations.

And the Mad Money host added the phenomenon probably isn't limited to only these three companies. He thinks the theme could play out broadly across many so-called cyclical stocks.

"I can see many companies in the tech sector experiencing a similar boost. And I can see the trend having a positive impact on companies as diverse as Honeywell, United Technologies, and Dupont," Cramer added.

However, there is a caveat.

Read More from Mad Money with Jim Cramer
Cramer's game plan: Big earnings surprises ahead?
Valuations too high, even for Amazon?
These earnings are not as they appear

If you find the thesis appealing, Cramer thinks you have to move somewhat quickly.

The Street is just starting to catch on. If you wait you risk missing the moves.

"I suggest buying these stocks right now, on any material weakness," Cramer said. "If Europe goes as I think it will, these stocks could be the biggest standouts for 2014."

Call Cramer: 1-800-743-CNBC

Questions for Cramer?

Questions, comments, suggestions for the "Mad Money" website?